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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,601 | $138,102-48.2% | $125,381-42.9% | $134,532-46.8% |
| Participation rate | 12.5% | 84.5%-72.0pp | 82.4%-69.9pp | 81.2%-68.7pp |
| Annual return | -21.68% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $775 | $5,245-85.2% | $4,815-83.9% | $4,741-83.7% |
| Participant deferral / active EE | $3,094 | $7,801-60.3% | $7,448-58.5% | $6,401-51.7% |
| Admin fee / account holder | $302 | $11,568-97.4% | $10,007-97.0% | $11,429-97.4% |